📄️ Setup Warranty EDI Usage
Creating a Warranty Company Customer
📄️ Warranty EDI
To generate a file which can be uploaded to Service Bench, Service Power, Service.me, Samsung Canada, and more, we use what is called Warranty EDI. Once this feature is setup, it can be found under the invoicing menu in EPASS. Depending on who you are submitting to, the top of the form will change slightly.
📄️ Warranty Reconciliation
The warranty reconciliation process is done after receiving the credit memo for parts you have submitted to be reimbursed for. This lets you mark which claims you have received a credit for so you can then run reports to see what claims you have submitted and are still outstanding.
📄️ Prevent Finishing Invoices When Serials are Not Allocated to Warranty Lines
By default, sales staff are able to finish invoices for extended warranty products without needing to add a serial and model to the warranty line. To prevent this and make sure that serials are always added to the invoice, follow these instructions.